We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
CreativeOne Wealth
Kansas
$276K +$42.4K +578 +18%
MYIA
602
Mount Yale Investment Advisors
Colorado
$275K +$281K +3,838 New
IAS
603
Insigneo Advisory Services
Florida
$275K +$2.35K +32 +0.8%
BFM
604
Boothbay Fund Management
New York
$270K +$277K +3,777 New
WS
605
Wedbush Securities
California
$270K -$733 -10 -0.3%
PFS
606
Prospera Financial Services
Texas
$270K +$19.9K +272 +8%
HNWAG
607
High Net Worth Advisory Group
Florida
$270K
PIA
608
Perennial Investment Advisors
California
$266K +$953 +13 +0.4%
TG
609
TCW Group
California
$266K +$9.6K +131 +4%
KFS
610
Keynote Financial Services
Connecticut
$265K
BGA
611
Battery Global Advisors
Massachusetts
$265K
CIA
612
Capital Investment Advisors
Georgia
$265K -$23.5K -321 -8%
PWA
613
Physician Wealth Advisors
Utah
$264K -$73 -1 -0%
MG
614
Mather Group
Illinois
$261K -$14.1K -192 -5%
Fiera Capital (Canada)
615
Fiera Capital (Canada)
Quebec, Canada
$259K
PWG
616
Portside Wealth Group
Utah
$258K +$13.4K +183 +5%
LA
617
LexAurum Advisors
Kansas
$257K
SAG
618
SageView Advisory Group
California
$257K -$16.3K -223 -6%
MWM
619
Meridian Wealth Management
Kentucky
$257K -$8.43K -115 -3%
CTC
620
Central Trust Company
Missouri
$255K
KMWM
621
Keudell/Morrison Wealth Management
Oregon
$254K -$5.86K -80 -2%
UB
622
UMB Bank
Missouri
$253K -$6.16K -84 -2%
SAI
623
Savvy Advisors Inc
New York
$252K +$16.3K +222 +7%
BMC
624
Benin Management Corp
Connecticut
$252K +$258K +3,520 New
IA
625
Inspire Advisors
Idaho
$251K -$85K -1,160 -25%